Senior Financial Advisor - Remote

Placements24; Upington; Hybrid; ZAR 1,200,000 - 1,800,000; Full time

Job summary

Placements24 is seeking a Senior Financial Advisor to join its wealth management division. The role offers a fully remote setup, managing a portfolio of high-net-worth clients across South Africa with sophisticated financial planning, investment management, and wealth preservation strategies.

You will deepen client relationships, identify new opportunities, and ensure goals are met or exceeded while operating with autonomy and flexibility in a national remote capacity.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFP highly desirable.
• A minimum of 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills, crucial for remote client engagement.

Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Skills

Communication skills

Presentation skills

Interpersonal skills

Remote client engagement

Education

Bachelor's degree in Finance/ Economics/ Business

MBA or CFP desirable

Job description

About the Role

Our client is seeking an experienced and highly accomplished Senior Financial Advisor to join their wealth management division, offering a fully remote work arrangement. This role involves managing a portfolio of high-net-worth clients, providing sophisticated financial planning, investment management, and wealth preservation strategies. You will be responsible for deepening client relationships, identifying new opportunities, and ensuring clients' financial goals are met or exceeded. This is an exceptional opportunity for a seasoned professional to operate with autonomy and flexibility, serving clients across South Africa from a remote location.

Key Responsibilities

• Develop and implement comprehensive, personalized financial plans for affluent clients.
• Provide expert advice on investment strategies, portfolio construction, and asset allocation.
• Conduct thorough client needs analysis and risk tolerance assessments.
• Manage client relationships proactively, ensuring satisfaction and retention.
• Source new business opportunities and expand the client base through professional networking and referrals.
• Stay informed about market trends, economic conditions, and financial regulations impacting wealth management.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFP highly desirable.
• A minimum of 8 years of proven experience in financial advisory, wealth management, or investment management.
• Demonstrated success in managing HNW client portfolios and achieving sales targets.
• In-depth knowledge of investment products, financial planning tools, and estate planning principles.
• Excellent communication, presentation, and interpersonal skills, crucial for remote client engagement.

Benefits

• A highly competitive base salary coupled with an attractive, performance-driven bonus structure.
• Comprehensive medical, dental, and vision insurance plans.
• Generous support for continuing education and professional development.
• The ultimate flexibility of a fully remote role, allowing you to work from anywhere.
• Access to cutting-edge technology and research resources to support client service excellence.